Tejaswi
@tejaswi.2054
Indore
12+ Years of experience
SEBI Registration INA200015176Tejaswi leads Equity Nest, a community dedicated to simplifying investment strategies and empowering individuals with financial knowledge. With a focus on clear, actionable insights, he brings complex investment concepts to life through data-driven analysis. His goal is to make financial planning, investment analysis, ... Read more
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Posts
shared an insight ⚡️ 19 hours ago
Marine Electricals: ₹3,000 cr order book - data centres
MARINE
Marine Electricals (India) Limited (NSE: MARINEELEC) grew Q1 FY27 revenue 55.1% to ₹259 crore. Operating profit rose 64.7% to ₹28 crore and net profit 50% to ₹18 crore. The stock closed at ₹467, up from its 52-week low of ₹125.
What happened
The Marine segment was 39.7% of revenue and Industry 60.3%, both at a 9% PBIT margin. Debt to equity stood at 0.17 times.
As of June 30, the order book was ₹2,073 crore. With ₹1,021 crore more through September 28, it has crossed ₹3,000 crore. At least ₹622 crore are identifiable data-centre orders, including from STT Global. On October 5, the company won ₹393.5 crore spanning Web Werks, CtrlS DataCenters and Garden Reach Shipbuilders.
Why it matters
Data centres need mission-critical power distribution. Marine Electricals supplies switchboards, bus duct systems, motor control panels and energy management systems. India committed $173 billion to data centre capacity since 2021, and Marine has positioned itself as a preferred provider.
My view
55% revenue growth on a growing order book is real. Marine and Defence provides stability while data centres add a new growth vector. The risk: orders today deliver revenue in FY28 and FY29, and execution delays or working capital pressure could stretch that.
At 101 times earnings, well above its five-year median of 56.2 times and industry at 34.3 times. ROCE is 18%. That premium demands the order book converts cleanly.
What I am watching
Q2 FY27 results, data centre orders as a share of the order book, and margin expansion. On the chart, ₹400 is the key support.
My stance: Hold near ₹400. Small base, real orders, but execution must now prove it.
Disclosure: I do not hold a position in Marine Electricals (India) Limited at the time of writing. This is not investment advice. shared an insight ⚡️ 6th Oct
Tata Communications: data centre plumbing at 45.9x earnings
TATACOMM
Tata Communications Limited (NSE: TATACOMM) grew Q1 FY27 consolidated revenue 10.5% to ₹6,583 crore. Net profit fell to ₹130 crore from ₹190 crore. The stock is at ₹1,682, down from its high of ₹2,100.
What happened
Data Services, at 86% of revenue, delivered an EBITDA margin of 18.7%. The digital portfolio is about 50% of data service revenue. EBITDA grew 8.2% to ₹1,230 crore.
Net profit fell due to a data centre fire, contractual provisions and one-time charges. Net debt stands at ₹10,400 crore, a ratio of 2.1 times EBITDA. Management guides double-digit EBITDA growth for FY27.
Why it matters
Over 35% of global internet traffic routes through Tata's 500,000 km subsea fibre network. It connects to 102 carrier-neutral data centres in India and 650 global PoPs. It is not a data centre operator. It is the connectivity layer between them.
India's data centre capacity reached 1.75 GW by H1 2026, with $173 billion committed. Every new facility needs connectivity.
My view
One-time charges distort the profit. Strip them out and the operating business is growing. EBITDA grew 8.2% while revenue grew 10.5%.
The network moat is real. 500,000 km of subsea fibre cannot be replicated. Tata holds a 26% stake in STT GDC and is investing in 800G wavelength technology for AI data traffic.
Valuation at 45.9 times earnings is above its five-year median of 35.4 times. Debt at 2.1 times EBITDA and the profit fall remain constraints.
What I am watching
Q2 FY27 results, EBITDA margin above 19%, and net debt falling. On the chart, ₹1,400 is the 52-week low and ₹2,100 is the high.
My stance: Accumulate near ₹1,600. The connectivity story is real and durable.
Disclosure: I do not hold a position in Tata Communications Limited at the time of writing. This is not investment advice. shared an insight ⚡️ 6th Oct
HDFC Bank: loan growth back at 15.3%, CD ratio still tight
HDFCBANK
HDFC Bank Limited (NSE: HDFCBANK) grew its loan book 15.3% YoY to ₹33.07 lakh crore in Q2 FY27, its fastest September quarter growth since the merger. Deposits grew 18.8% to ₹33.27 lakh crore. The stock closed at ₹705, near its 52-week low of ₹682.
What happened
Loan growth accelerated from 7.1% in September 2024 to 10% in September 2025 and now 15.3%. The bank raised $11.5 billion through FCNR(B) deposits via an RBI special window, of which $5.7 billion was lent via overseas branches. Time deposits grew 22.8% to ₹22.75 lakh crore. The CD ratio is 99.4%.
Why it matters
The July 2023 merger inflated the CD ratio to 104.4%, forcing two years of cautious growth. At 99.4% now, it is still above the 75% to 80% industry norm and SBI's 76.6%. The return to 15% loan growth shows the deleveraging is working, but the balance sheet is not yet loose.
My view
Read the FCNR(B) contribution carefully. The bank raised ₹1.10 lakh crore in overseas deposits to fund loans. Without that, organic growth is slower. Small and mid-market enterprise loans drove Q1 FY27 at 18.7% YoY, likely continuing.
The new MD Anup Bagchi takes charge on 27 October 2026. His first quarters will define whether 15% loan growth is structural or FCNR-aided.
At 1.9 times book, HDFC Bank is at the lower end of its five-year range and well below Kotak Mahindra Bank at 3.1 times. Return on equity is 14%.
What I am watching
Q2 FY27 results, NIM trend, and loan growth holding above 14% without the FCNR. On the chart, ₹682 is the 52-week low and ₹780 is resistance.
My stance: Buy near ₹700. The re-rating case depends on the CD ratio normalising and Bagchi delivering sustained growth.
Disclosure: I do not hold a position in HDFC Bank Limited at the time of writing. This is not investment advice.FAQ's
What are the top stock recommendations by Tejaswi?
Tejaswi regularly shares stock views and market analysis on StockGro. Some of the stocks they have recently shared views on include Netweb Technologies India Ltd. (Bullish), Mankind Pharma Ltd. (Bullish), MARINE, TATACOMM and HDFCBANK. Explore Tejaswi's complete list of posts and trade views on their StockGro profile.
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You can follow Tejaswi's latest investment insights, stock recommendations, and market analysis on StockGro App. Additionally, you can check their detailed stock analysis reports in the StockGro blog section.
What is Tejaswi's investment strategy?
Tejaswi follows a data-driven, research-backed investment strategy focused on maximizing returns while managing risk. Their approach includes fundamental and technical analysis, portfolio diversification, and sectoral trends to identify high-potential stocks.
How long has Tejaswi been a SEBI-registered Research Analyst (RA)?
Tejaswi has been a SEBI-registered Research Analyst and have 12+ Years of experience. With extensive experience in stock market analysis and investment research, they have guided investors in making informed and profitable decisions.
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You can check Tejaswi's past stock recommendations, success rate, and investment insights on their StockGro profile. Their historical stock picks reflect a track record of strategic investment decisions based on thorough research.
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Tejaswi has a proven track record of accurate market analysis and trend predictions. By analyzing economic indicators, market sentiment, and technical charts, they have consistently helped investors make well-timed investment decisions.
What is the SEBI Registration number for Tejaswi?
Tejaswi is a SEBI-registered Research Analyst with the SEBI Registration INA200015176. This ensures that their investment recommendations comply with SEBI's regulatory framework for investor protection and financial advisory standards.
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